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Dickmeyer Boyce Financial Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Dickmeyer Boyce Financial Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Buy
34,978
+861
+3% +$29.5K 0.58% 44
2026
Q2 		$1.23M Buy
34,117
+201
+0.6% +$6.64K 0.64% 42
2026
Q1 		$986K Buy
+33,916
New +$1.02M 0.58% 47

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Dickmeyer Boyce Financial Management's SCHA Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q3 2026, buying an estimated $29.5K and bringing the position to 34,978 shares worth $1.14M. The position accounts for 0.58% of the portfolio, ranked #44.

Dickmeyer Boyce Financial Management first reported a position in SCHA in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2026. 62 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 34,978 shares of Schwab U.S Small- Cap ETF worth $1.14M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 861 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $29.5K.
  • Schwab U.S Small- Cap ETF made up 0.58% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #44 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Schwab U.S Small- Cap ETF position peaked at $1.23M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.